Institutional Ownership First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY). We have compiled data on the 687 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
9,282
shares
|
$550,793
0.4% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,203
shares
|
$546,106
0.08% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
9,013
shares
|
$534,831
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
8,976
shares
|
$532,635
0.04% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,957
shares
|
$531,508
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,899
shares
|
$528,066
0.35% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
8,888
shares
|
$527,413
0.04% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
8,868
shares
|
$526,227
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
8,846
shares
|
$524,921
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
8,759
shares
|
$519,759
0.04% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$513,469
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
8,570
shares
|
$508,543
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
8,535
shares
|
$506,466
0.06% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$494,598
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,303
shares
|
$492,700
0.03% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$490,979
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,167
shares
|
$484,629
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,043
shares
|
$477,271
0.03% of portfolio
|
Q4 2024
Added 39.64%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,830
shares
|
$464,632
0.31% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
7,804
shares
|
$463,089
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$450,984
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,597
shares
|
$450,805
0.03% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,587
shares
|
$450,212
0.02% of portfolio
|
Q4 2024
Added 65.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7,428
shares
|
$440,777
0.0% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,306
shares
|
$433,538
0.01% of portfolio
|
Q4 2024
Added 0.19%
|